Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.05M Sell
2025
Q2
$922K Sell
2025
Q1
$857K Buy
2024
Q4
$823K Buy
2024
Q3
$363K Sell
2024
Q2
$381K Sell
2024
Q1
$645K Hold
2023
Q4
$590K Hold
2023
Q3
$539K Sell
2023
Q2
$572K Sell
2023
Q1
$650K Buy
2022
Q4
$637K Sell
2022
Q3
$965K Buy
2022
Q2
$861K Buy
2022
Q1
$618K Buy
2021
Q4
$587K Buy